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Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,093 | $183,539-89.1% | $155,556-87.1% | $145,897-86.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 43.85% | 61.31%-17.5pp | 64.84%-21.0pp | 552.29%-508.4pp |
| Employer contribution / active EE | $929 | $5,315-82.5% | $4,675-80.1% | $4,663-80.1% |
| Participant deferral / active EE | $4,829 | $6,467-25.3% | $5,631-14.2% | $6,689-27.8% |
| Admin fee / account holder | $132 | $19,275-99.3% | $15,885-99.2% | $13,390-99.0% |